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Total Wealth Solutions
Total Wealth Solutions is a family office with no public names, scale, or location confirmed by primary sources.
Total Wealth Solutions
Personalized Goal Oriented Services for both Capital Growth and Protection: Wealth Management, Financial Planning, Portfolio Management, Retirement and Estate planning Each area of finance is important individually but managing them all collectively is one of the most important considerations in working towards your overall financial success. Our Principal Advisor Imran Jaffer with his over 20 years of experience in financial planning and out of the box personalized investment themes, supported by an experienced team of professionals in financial services can help you address all of your financial challenges by using a Total Wealth Management approach Imran Jaffer is a LPL Registered Representative with securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Disclaimer: •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
General information
Firm type
Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Total Wealth Solutions?
No principal, CIO, or managing director has been identified through public records. The firm has not disclosed an investment committee structure or decision-making hierarchy through regulatory filings, media coverage, or a public-facing website.
How does Total Wealth Solutions source deals?
There is no verifiable data on the firm's deal-sourcing model. Without a disclosed team, public track record, or known network affiliations, its sourcing channels remain entirely opaque to external observers.
Is Total Wealth Solutions a single family office or a multi-family office?
Public records do not confirm the firm's legal or operational structure. The name suggests a wealth management orientation, but whether it serves a single family, multiple families, or functions as an RIA is not verifiable through available primary sources.
Does Total Wealth Solutions participate in fund commitments or only direct deals?
No regulatory disclosures or media reports document any fund commitments, direct investments, or co-investments. The firm's investment approach and preferred structures are not a matter of public record.
Where does the underlying wealth come from?
The source of capital has not been disclosed. No founding entrepreneur, operating business, or liquidity event has been publicly tied to the formation or funding of Total Wealth Solutions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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